Promising Potential of BioNTech’s BNT327 in ES-SCLC Treatment: Analyst’s Insight

Analyst Daina Graybosch of Leerink Partners maintained a Buy rating on BioNTech SE (BNTX – Research Report), retaining the price target of $113.00.

Daina Graybosch’s rating is based on several promising aspects of BioNTech’s BNT327 in the treatment of extensive-stage small cell lung cancer (ES-SCLC). The preliminary data presented at the European Lung Cancer Congress (ELCC) show encouraging overall survival (OS) and duration-of-response (DoR) signals, which are favorable when compared to benchmark studies. These signals suggest that BNT327, in combination with chemotherapy, could potentially offer better outcomes than existing treatments, particularly in terms of median and 12-month landmark OS.
Moreover, the relatively low treatment discontinuation rates due to adverse events support the idea that the bispecific format of BNT327 might provide better dose exposure and facilitate higher adoption of post-progression treatments. However, Graybosch notes that the data is still immature, with only 35% of OS information available, and further follow-up is needed to confirm these promising results. The upcoming global data and Phase 3 read-out, expected by 2025, will be crucial in solidifying BNT327’s potential in the global market.

In another report released yesterday, H.C. Wainwright also reiterated a Buy rating on the stock with a $145.00 price target.